Mitsubishi Ufj Financial Group Inc
MUFG- Exchange
- NYSE
- Industry
- Commercial Banks, NEC
- SEC CIK
- 0000067088
No open-market purchases or sales by Mitsubishi Ufj Financial Group Inc insiders were filed in the last 90 days; 575 institutions reported holding it in 13F filings for Q2 2026, worth $6.74B in total; no superinvestor holds it.
Other share classesMBFJF
13F holders, Q4 2025
Institutional positions in Mitsubishi Ufj Financial Group Inc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 532
- +56 vs. Q3 2025
- Shares held
- 331.7M
- −3.03M (−0.9%) vs. Q3 2025
- Total value
- $5.26B
- −$71.1M (−1.3%) vs. Q3 2025
- New holders
- 97
- 229 more added
- Sold out
- 41
- 136 more reduced
13 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MUFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 575 | $6.74B |
| Q1 2026 | 541 | $5.75B |
| Q4 2025 | 532 | $5.26B |
| Q3 2025 | 489 | $5.34B |
| Q2 2025 | 486 | $4.61B |
| Q1 2025 | 453 | $4.22B |
| Q4 2024 | 437 | $2.75B |
| Q3 2024 | 418 | $2.31B |
| Q2 2024 | 406 | $2.42B |
| Q1 2024 | 380 | $2.31B |
| Q4 2023 | 360 | $1.86B |
| Q3 2023 | 328 | $1.78B |
| Q2 2023 | 305 | $1.61B |
| Q1 2023 | 288 | $1.41B |
| Q4 2022 | 271 | $1.42B |
| Q3 2022 | 250 | $922.8M |
| Q2 2022 | 258 | $1.09B |
| Q1 2022 | 236 | $1.29B |
| Q4 2021 | 235 | $1.09B |
| Q3 2021 | 229 | $1.14B |
| Q2 2021 | 219 | $1.00B |
| Q1 2021 | 216 | $955.7M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Mitsubishi Ufj Financial Group Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Natural Investments, LLC | 10,250 | $162.0K | 0.04% | +10,250 | New |
| Simon Quick Advisors, LLC | 10,200 | $161.8K | 0.01% | +10,200 | New |
| Insigneo Advisory Services, LLC | 10,186 | $161.6K | 0.01% | +10,186 | New |
| Axxcess Wealth Management, LLC | 10,149 | $161.0K | 0.00% | +10,149 | New |
| Advisory Services Network, LLC | 10,103 | $160.2K | 0.00% | −90−0.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 10,000 | $158.6K | 0.02% | 00.0% | Unchanged |
| apricus wealth, LLC | 10,000 | $158.6K | 0.08% | 00.0% | Unchanged |
| LRI Investments, LLC | 9,764 | $154.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 9,055 | $143.6K | 0.00% | −5,031−35.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 8,516 | $135.1K | 0.03% | +7,481+722.8% | Added |
| Rothschild Investment LLC | 8,202 | $130.1K | 0.01% | −77−0.9% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 6,922 | $126.3K | 0.05% | +6,922 | New |
| Golden State Wealth Management, LLC | 7,316 | $116.0K | 0.01% | −218−2.9% | Reduced |
| Parkside Financial Bank & Trust | 6,908 | $109.6K | 0.01% | +616+9.8% | Added |
| Nisa Investment Advisors, LLC | 6,731 | $106.8K | 0.00% | +731+12.2% | Added |
| MAI Capital Management | 6,624 | $105.1K | 0.00% | +4,020+154.4% | Added |
| Steward Partners Investment Advisory, LLC | 6,316 | $100.2K | 0.00% | +360+6.0% | Added |
| Addison Advisors LLC | 5,500 | $87.2K | 0.02% | −88−1.6% | Reduced |
| Horizon Investments, LLC | 5,191 | $82.3K | 0.00% | +1,616+45.2% | Added |
| Pin Oak Investment Advisors Inc | 3,894 | $75.0K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4,224 | $68.9K | 0.01% | +380+9.9% | Added |
| Advisors Preferred, LLC | 3,899 | $62.3K | 0.01% | −17,625−81.9% | Reduced |
| Community Bank, N.A. | 3,903 | $61.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,348 | $53.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,301 | $52.4K | 0.01% | +1,649+99.8% | Added |
| Capital Analysts, LLC | 3,239 | $52.0K | 0.00% | +985+43.7% | Added |
| True Wealth Design, LLC | 3,202 | $50.8K | 0.01% | +102+3.3% | Added |
| Private Trust Co NA | 2,972 | $47.1K | 0.00% | +175+6.3% | Added |
| Sound Income Strategies, LLC | 2,482 | $46.9K | 0.00% | +2,178+716.4% | Added |
| IFP Advisors, Inc | 2,801 | $44.4K | 0.00% | +148+5.6% | Added |
| Root Financial Partners, LLC | 2,562 | $40.6K | 0.00% | +1,256+96.2% | Added |
| Financial Management Professionals, Inc. | 2,507 | $39.8K | 0.00% | +119+5.0% | Added |
| Boyd Watterson Asset Management LLC | 2,238 | $35.5K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 2,173 | $34.5K | 0.05% | 00.0% | Unchanged |
| Essential Partners LLC | 2,079 | $33.0K | 0.01% | +722+53.2% | Added |
| Highline Wealth Partners LLC | 1,873 | $29.7K | 0.01% | +107+6.1% | Added |
| Westside Investment Management, Inc. | 1,846 | $29.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,836 | $29.1K | 0.00% | −13,866−88.3% | Reduced |
| Key Financial Inc | 1,832 | $29.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,615 | $29.0K | 0.00% | +341+26.8% | Added |
| Laurel Wealth Advisors LLC | 1,666 | $26.4K | 0.00% | +1,666 | New |
| SageView Advisory Group, LLC | 1,637 | $26.0K | 0.00% | +1,637 | New |
| UMA Financial Services, Inc. | 1,629 | $25.8K | 0.00% | +151+10.2% | Added |
| Inlight Wealth Management, LLC | 1,500 | $23.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,397 | $22.2K | 0.00% | +794+131.7% | Added |
| Grove Bank & Trust | 1,365 | $21.6K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,350 | $21.4K | 0.00% | +1,079+398.2% | Added |
| TD Private Client Wealth LLC | 1,258 | $20.0K | 0.00% | −2,874−69.6% | Reduced |
| Asset Dedication, LLC | 1,205 | $19.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,180 | $18.7K | 0.00% | +1,180 | New |
| Bell Investment Advisors, Inc | 1,173 | $18.6K | 0.00% | +776+195.5% | Added |
| Bartlett & Co. Wealth Management LLC | 1,158 | $18.4K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 738 | $17.9K | 0.01% | +738 | New |
| AdvisorNet Financial, Inc | 1,096 | $17.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,093 | $17.3K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,066 | $16.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,004 | $15.9K | 0.00% | −730−42.1% | Reduced |
| Signature Equity Partners, LLC | 981 | $15.6K | 0.01% | +981 | New |
| Osterweis Capital Management Inc | – | $15.0K | 0.00% | – | New |
| Creative Financial Designs Inc | 891 | $14.1K | 0.00% | −63−6.6% | Reduced |
| TD Capital Management LLC | 885 | $14.0K | 0.00% | +83+10.3% | Added |
| Triumph Capital Management | 869 | $13.8K | 0.00% | +869 | New |
| Umb Bank N A | 867 | $13.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 794 | $12.6K | 0.00% | +342+75.7% | Added |
| Retirement Wealth Solutions LLC | 775 | $12.3K | 0.01% | +181+30.5% | Added |
| Dunhill Financial, LLC | 756 | $12.0K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 747 | $11.9K | 0.00% | +747 | New |
| CoreCap Advisors, LLC | 746 | $11.8K | 0.00% | +1+0.1% | Added |
| Atlantic Union Bankshares Corp | 726 | $11.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 672 | $10.7K | 0.01% | +672 | New |
| SHP Wealth Management | 661 | $10.5K | 0.00% | +661 | New |
| YANKCOM Partnership | 661 | $10.5K | 0.00% | +661 | New |
| Glass Jacobson Investment Advisors llc | 650 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 639 | $10.1K | 0.00% | −141−18.1% | Reduced |
| Principia Wealth Advisory, LLC | 620 | $9.83K | 0.01% | −7−1.1% | Reduced |
| Bruce G. Allen Investments, LLC | 611 | $9.69K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 599 | $9.50K | 0.00% | +220+58.0% | Added |
| MPWM Advisory Solutions, LLC | 578 | $9.17K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 554 | $8.79K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 535 | $8.48K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 503 | $7.98K | 0.00% | +28+5.9% | Added |
| Wealth Watch Advisors, INC | 483 | $7.66K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 480 | $7.61K | 0.00% | +480 | New |
| Bravera Wealth | 475 | $7.53K | 0.00% | +475 | New |
| Rossby Financial, LCC | 474 | $7.52K | 0.00% | +74+18.5% | Added |
| Sunbelt Securities, Inc. | 459 | $7.28K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 458 | $7.27K | 0.00% | +69+17.7% | Added |
| Abound Wealth Management | 440 | $6.98K | 0.00% | +440 | New |
| Bangor Savings Bank | 429 | $6.80K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 420 | $6.66K | 0.00% | −653−60.9% | Reduced |
| North Star Investment Management Corp. | 395 | $6.26K | 0.00% | +347+722.9% | Added |
| Benson Wealth Management INC | 371 | $5.88K | 0.01% | +371 | New |
| HighMark Wealth Management LLC | 368 | $5.84K | 0.00% | +4+1.1% | Added |
| Elyxium Wealth, LLC | 364 | $5.77K | 0.00% | +364 | New |
| Clean Yield Group | 339 | $5.38K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 330 | $5.23K | 0.00% | +136+70.1% | Added |
| Provenance Wealth Advisors, LLC | 327 | $5.19K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 313 | $4.96K | 0.00% | +313 | New |
| Zions Bancorporation, National Association | 303 | $4.81K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 302 | $4.79K | 0.00% | +302 | New |